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Legal IT Consulting

IT for law firms, built around how legal work actually flows.

As a Clio Partner with decades of software and infrastructure experience, DigitalSon helps solo, small, and mid-size firms integrate practice management, document systems, billing, and intake into one operational picture, without losing chain of custody or audit trail.

What we do for law firms

Legal IT services

Most firms run good tools that don’t talk to each other well. Our work makes those systems behave like one.

Clio Integration

As a Clio Partner, we connect Clio with intake forms, document automation, billing, accounting, and your firm’s own systems. Configured, not just installed.

Document Workflow Automation

Templates, intake, generation, signatures, and filing, automated end to end. Versioned, traceable, and integrated with your DMS or M365.

Intake & CRM

Lead-to-matter conversion that doesn’t drop information. Webforms, follow-ups, conflict checks, and engagement letters wired to practice management.

E-Discovery Support

Pipelines for ingesting, processing, and producing discovery sets. Chain of custody, search, and export tooling tuned for litigation realities.

Secure Storage & Backup

TrueNAS-backed firm storage with retention, snapshots, and tested disaster recovery. Designed around legal record-keeping obligations.

AI for Legal Work

Document review, summarization, and intake assistance, versioned, validated, and integrated with the system of record. Used where it earns its place.

Common engagements

How firms use us

A representative sample of what gets built. Most engagements combine several.

CASE 01

Clio + Accounting Reconciliation

Trust accounting, billing, and bookkeeping reconciled automatically, no more end-of-month spreadsheet gymnastics.

CASE 02

Intake to Matter Pipeline

Webform, conflict check, engagement letter, matter creation. One process, audited end to end.

CASE 03

Document Generation at Scale

Templated documents drawing from Clio data, generated, reviewed, and filed automatically.

CASE 04

Discovery Pipeline Build

Ingest, process, cull, review, produce. Tuned to your litigation volume and budget tier.

CASE 05

Firm Migration

Moving from one practice management or DMS to another, with data integrity and minimal disruption.

CASE 06

On-Prem & Hybrid Storage

TrueNAS-based file estate with policy-driven retention, replication, and tested recovery.

Talk through your firm’s stack.

Whether you’re a solo with a Clio question or a 30-attorney firm with a migration ahead, a 30-minute call is usually enough to know if we’re a fit.

Schedule a call